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  "headline": "How to Handle Non-ACAT Assets During an Advisor Transition",
  "description": "A guide to proprietary funds, annuities, limited partnerships, restricted securities, insurance assets, and other positions that may not move through standard transfer channels.",
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  "author": {
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    "name": "Curtis Kloc",
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  "datePublished": "2026-05-28",
  "dateModified": "2026-05-28",
  "articleSection": [
    "Advisor Transitions",
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